This comprehensive course provides hands-on training in financial modeling techniques and business valuation methodologies used by financial professionals. Participants will learn to build sophisticated financial models from scratch, incorporating forecasting, valuation, and scenario analysis capabilities. The program covers best practices in model structure, Excel techniques, and valuation approaches including DCF, comparable companies, and precedent transactions. Through practical modeling exercises and case studies, attendees will develop the expertise to create robust financial models that support investment decisions and business valuation.
Financial Modeling and Business Valuation
Financial Management and Accounting
October 25, 2025
Introduction
Objectives
Key learning objectives for this course include:
- Build comprehensive financial models from scratch
- Apply discounted cash flow valuation techniques
- Conduct comparable company and transaction analysis
- Develop integrated three-statement financial models
- Implement scenario and sensitivity analysis in models
- Apply leveraged buyout modeling techniques
- Use Excel advanced functions for financial modeling
- Develop M&A and acquisition models
- Create professional model documentation and presentation
Target Audience
- Financial Analysts
- Investment Bankers
- Private Equity Professionals
- Corporate Finance Managers
- Business Valuation Specialists
- Investment Analysts
- Financial Planning Professionals
- Entrepreneurs and Business Owners
Methodology
- Hands-on financial modeling exercises
- DCF valuation case studies
- LBO model building workshops
- Excel skill development sessions
- Sensitivity analysis practice
- Model review and critique
- Individual modeling projects
Personal Impact
- Enhanced financial modeling technical skills
- Improved valuation analysis capabilities
- Stronger Excel and analytical abilities
- Increased confidence in financial analysis
- Better understanding of investment analysis
- Professional growth in finance career
Organizational Impact
- Improved investment decision-making
- Enhanced valuation accuracy and consistency
- Better financial planning and forecasting
- Increased efficiency in financial analysis
- Stronger due diligence and risk assessment
- Improved communication of financial analysis
Course Outline
Financial Modeling Foundation
Modeling Principles- Financial modeling best practices
- Model structure and design
- Excel techniques for modeling
- Error checking and validation
- Advanced Excel functions
- Data analysis tools
- Financial functions application
- Model auditing techniques
Three-Statement Modeling
Model Integration- Income statement modeling
- Balance sheet integration
- Cash flow statement derivation
- Circular reference management
- Revenue forecasting methods
- Expense projection approaches
- Working capital forecasting
- Capital expenditure modeling
Discounted Cash Flow Valuation
DCF Framework- Free cash flow calculation
- Weighted average cost of capital
- Terminal value estimation
- DCF model implementation
- Multi-stage growth models
- Adjusted present value method
- Unlevered vs. levered cash flows
- Sensitivity analysis in DCF
Relative Valuation
Comparable Analysis- Comparable company selection
- Valuation multiples calculation
- Multiples analysis and interpretation
- Benchmarking against peers
- Precedent transaction identification
- Deal multiples calculation
- Control premium analysis
- Transaction synergies consideration
Leveraged Buyout Modeling
LBO Structure- LBO model framework
- Debt structuring and modeling
- Equity contribution analysis
- Cash flow available for debt service
- Internal rate of return calculation
- Multiple of invested capital
- Credit statistics modeling
- Exit valuation analysis
Advanced Applications
M&A Modeling- Accretion/dilution analysis
- Purchase price allocation modeling
- Synergy incorporation in models
- Combined entity modeling
- Model output presentation
- Executive summary preparation
- Data visualization techniques
- Model documentation standards
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